EMPLOYER SERVICES ASSURANCE CORPORATION (EIN 521935343) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

KERRY BROOKS

Phone

5012192045

Tax Period

2025-01-01 to 2025-12-31

EMPLOYER SERVICES ASSURANCE CORPORATION, founded in 1995, is a community nonprofit that reported $2.4M in total revenue in fiscal year 2018.

Mission

VOLUNTARY ACCREDITATION OF PROFESSIONAL EMPLOYER ORGANIZATIONS

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,636,404

Investment Income $8,298

Other Revenue $175,299

TOTAL REVENUE $2,820,001

Expense Breakdown

Grants Paid $0

Salaries & Benefits $427,519

Fundraising Expenses $0

Other Expenses $2,436,996

TOTAL EXPENSES $2,864,515

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,820,001	$2,897,630	0.0%
Expenses	$2,864,515	$2,744,085	+0.0%
Net Income	$-44,514	$153,545	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$368,519

Total Directors

$59,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LLOYD E PETE FLEMING	DIRECTOR	0.30	Director	$11,500	$0	$11,500
DANIEL HARRIS	DIRECTOR	0.30	Director	$0	$0	$0
ROBERT GROSS	DIRECTOR	0.30	Director	$12,500	$0	$12,500
BETTY PATTERSON	DIRECTOR	0.30	Director	$10,000	$0	$10,000
JAY MORGAN	DIRECTOR	0.30	Director	$12,500	$0	$12,500
DINDI DEANGELO	DIRECTOR	0.30	Director	$0	$0	$0
DALE HAGEMAN	CHAIRMAN	0.30	Officer Director	$0	$0	$0
BILL MANESS	IMMEDIATE PAST CHAIRMAN	0.30	Officer Director	$0	$0	$0
STEVE POLITIS	VICE CHAIR	0.30	Officer Director	$0	$0	$0
JERRY ROOK	DIRECTOR	0.30	Director	$0	$0	$0
JUSTIN WORRELL	DIRECTOR	0.30	Director	$0	$0	$0
HEATHER LOHMAN	DIRECTOR	0.30	Director	$0	$0	$0
LISSE KRAVETZ	DIRECTOR	0.30	Director	$0	$0	$0
ANDY LUBASH	SECRETARY/TREASURER	0.30	Officer Director	$0	$0	$0
DAVID PADRON	DIRECTOR	0.30	Director	$0	$0	$0
MICHAEL METZ	DIRECTOR	0.30	Director	$12,500	$0	$12,500
TED CRAWFORD	DIRECTOR	0.30	Director	$0	$0	$0
KRIS GIARDINO	DIRECTOR	0.30	Director	$0	$0	$0
CHARLIE VANCE	DIRECTOR	0.30	Director	$0	$0	$0
GORDON BERGER	DIRECTOR	0.30	Director	$0	$0	$0
HART BROWN	DIRECTOR	0.30	Director	$0	$0	$0
KERRY BROOKS	PRESIDENT AND CEO	40.00	Officer	$335,917	$32,602	$368,519
TODD BAILEY	VP OF INFORMATION TECHNOLO	40.00	Highest	$196,907	$0	$196,907
JANE MCCOGGINS	VP OF COMMUNICATIONS	36.00	Highest	$143,895	$0	$143,895
ASHLEY MARTINEZ	VP OF OPERATIONS	40.00	Highest	$168,153	$0	$168,153
JOHNATHAN BAILEY	NET DEVELOPER	40.00	Highest	$116,772	$0	$116,772
JOSH ARROYO	FINANCE & COMPLIANCE MANAG	40.00	Highest	$107,197	$0	$107,197

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,820,001	$2,864,515	$1,617,740	$-44,514
2024	$2,897,630	$2,744,085	$1,880,586	$153,545
2023	$2,977,873	$2,618,850	$2,041,883	$359,023
2022	$3,062,079	$2,752,064	$2,143,029	$310,015
2021	$2,709,348	$2,473,151	$1,737,233	$236,197
2020	$2,586,966	$2,276,447	$2,211,415	$310,519
2019	$2,493,260	$5,510,466	$1,821,702	$-3,017,206
2018	$2,353,545	$2,316,984	$4,618,220	$36,561

EMPLOYER SERVICES ASSURANCE CORPORATION